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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,497 | $175,259-11.8% | $149,723+3.2% | $139,487+10.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.37% | 166.82%-141.4pp | 134.50%-109.1pp | 373.84%-348.5pp |
| Employer contribution / active EE | $22,269 | $5,478+306.5% | $4,821+361.9% | $4,755+368.4% |
| Participant deferral / active EE | $17,731 | $6,522+171.9% | $5,682+212.0% | $6,713+164.2% |
| Admin fee / account holder | $885 | $16,158-94.5% | $13,215-93.3% | $11,407-92.2% |